沸腾了！港A股的高光时刻仍在继续~ 科技龙头集体爆发！ "芯片一哥"中芯国际A、H股盘中股价双双创出历史新高。 宁德时代A、H股盘中股价也双双创出历史新高。 百度集团、阿里巴巴大涨，盘中股价均创今年以来新高。 A股资金在各板块间快速轮动，流动性驱动的慢牛行情继续。 经过大半年调整，机器人板块王者归来。 机器人ETF易方达(159530)今日上涨2.88%，近9个交易日涨18%，年内涨幅47.38%，净值创历史新高。 资金也在借道ETF流入机器人赛道。其中，机器人ETF易方达(159530)自9月以来吸金35.23亿元，位居机器人赛道第一；最新规模达102.36亿元，新进成为 百亿级ETF，位居同指数断层第一。 阿里巴巴总市值重回3万亿港元，今年来涨超100%，股价创近4年新高。 腾讯控股创今年以来新高，总市值重返6万亿港元。 投资于中国科技核心资产的恒生科技ETF易方达(513010)涨3.91%，年内涨幅超40%。 芯片股突然爆发，有涉及光刻机和自研芯片的消息刷屏，这可能是光刻机和相关芯片巨头大涨的主因。 机器人ETF易方达备受资金青睐的原因可能在于其跟踪的国证机器人指数，"人形机器人"含量居同类第一。自4 ...

新华财经北京9月17日电 （王媛媛）今日市场全天震荡走强，三大指数探底回升，创业板指涨近2%再 创3年多新高。截至收盘，沪指报3876.34点，涨0.37%，成交10067亿元；深证成指报13215.46点，涨 1.16%，成交13701亿元；创业板指报3147.5点，涨1.95%，成交6683亿元。沪深两市成交额2.38万亿 元，较上一个交易日放量353亿元。 板块方面，光刻机、风电、机器人等板块涨幅居前，贵金属、旅游、猪肉等板块跌幅居前。 盘面热点 盘面上，机器人板块延续强势，再度掀起涨停潮，景兴纸业、长龄液压等十余股涨停，卧龙电驱、三花 智控等多股创历史新高。芯片产业链全天持续走高，中芯国际创历史新高，波长光电、永新光学、利扬 芯片等股快速涨停。电池板块表现活跃，宁德时代创历史新高。下跌方面，贵金属板块集体下挫，西部 黄金大跌。 机构观点 巨丰投顾：周三市场震荡运行，光刻机板块涨幅居前。当前国民经济运行保持总体平稳、稳中有进；美 联储降息周期逐步打开，这将为市场带来情绪和资金利好。未来在政策刺激下，A股与经济有望同步出 现向上的拐点。具体投资方向上，中线建议关注维持高景气度的半导体、消费电子、人工智能、 ...

中国经济网北京9月17日讯 晶华微(688130.SH)日前披露2025年半年度报告。 （责任编辑：魏京婷） | | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比上 年同期增 | 2022年 | | | | | 減(%) | | | 营业收入 | 134.845.663.80 | 126.805.482.06 | 6.34 | 111.043.287.25 | | 扣除与主营业务无 关的业务收入和不 | 134.845.663.80 | 126.805.482.06 | 6.34 | 110,309,944.57 | | 具备商业实质的收 | | | | | | 入后的营业收入 | | | | | | 归属于上市公司股 | -10.270.082.81 | -20.350.966.15 | 不適用 | 22.125.087.12 | | 东的净利润 | | | | | | 归属于上市公司股 东的扣除非经常性 | -27.760.823.18 | -35.102.089.01 | 不适用 | ...

中国发展网讯 记者潘晓娟报道 促进先进制造业和现代服务业深度融合已成为加快构建新发展格局的迫 切需求。9月12日，2025服贸会"科技创新和产业创新融合推动新质生产力发展"专题论坛上，中关村产 业研究院首次发布两业融合"北京模式"10大典型案例立足实际，采用了各具特色的发展模式，共同展现 了北京在推动跨界融合、激发创新活力方面的实践成果，也提供了兼具创新性、实效性和可复制性的两 业融合样本。 "软件服务＋硬件制造+生态链协同"的融合发展模式中，小米集团通过搭建供应链信息集成服务平台、 消费电子工业品集采平台等，与产业链企业共享产品的设计理念、研发模式、厂商资源，将制造业与服 务业深度嵌套，形成互为促进的联动生态。 "设备研发+生产制造+系统解决方案"融合发展模式中，雪迪龙（002658）聚焦环保监测、碳排放、科 学仪器等领域，延伸搭建"端+云+数据应用"的业务模式，提供"智能装备+智慧运维+数智应用"三智一 体的综合解决方案，培育了"碳监测与碳管理综合服务"新业态。 "人工智能+（管理、制造）决策"的融合发展模式中，杉数科技通过搭建工业智能制造、消费智能运营 等新一代智能决策技术体系，将决策科学与优化技术应用 ...

记者丨金珊 赵阳 余诗棋 杨韵琪 编辑丨曾静娇 梁明 9月17日， 市场全天震荡走强，三大指数探底回升。沪深两市成交额2.38万亿。全市场超2500只个股上涨。 板块方面，光刻机、机器人等板块涨幅居前，贵金属、旅游、猪肉等板块跌幅居前。截至收盘，沪指涨0.37%，深成指涨1.16%，创业板指涨 1.95%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3876.34 +14.48 +0.37% +151.48 +1.16% -9.69 -0.60% | 13215.46 | 1607.44 | | 科创20 | 创业板指 | 万得全A | | 1370.43 | 3147.35 | 6297.68 | | +12.38 +0.91% +60.31 +1.95% +42.02 +0.67% | | | | 沪深300 | 中证500 | 中证A500 | | 4551.02 | 7260.04 | 5492.41 | | +27.69 +0.61% +69.04 +0.96% +42.43 +0.78% | | | | 中证1000 | 深证100 | 中证红利 | ...

【收评：创业板指探底回升涨1.95% 权重宁德时代创历史新高】智通财经9月17日电，市场全天震荡走 强，三大指数探底回升。沪深两市成交额2.38万亿，较上一个交易日放量353亿。盘面上，全市场超 2500只个股上涨。今日市场情绪持续回暖，机器人板块延续强势，再度掀起涨停潮，景兴纸业、长龄液 压等十余股涨停，卧龙电驱、三花智控等多股创历史新高。芯片产业链全天持续走高，中芯国际创历史 新高，波长光电、永新光学、利扬芯片等股快速涨停。电池板块表现活跃，宁德时代创历史新高。下跌 方面，贵金属板块集体下挫，西部黄金大跌。板块方面，光刻机、风电、机器人等板块涨幅居前，贵金 属、旅游、猪肉等板块跌幅居前。截至收盘，沪指涨0.37%，深成指涨1.16%，创业板指涨1.95%。 转自：智通财经 ...

今日A股 市场全天震荡走强， 三大指数探底回升 。沪深两市成交额2.38万亿，较上一个交易日放量353亿。 50 0 100 盘面上，全市场超2500只个股上涨。 今日市场情绪持续回暖，机器人板块延续强势，再度掀起涨停潮 ，景兴纸业、长龄液压等十余股涨停，卧龙电 驱、三花智控等多股创历史新高。芯片产业链全天持续走高，中芯国际创历史新高，波长光电、永新光学、利扬芯片等股快速涨停。电池板块表现 活跃， 宁德时代创历史新高 。下跌方面，贵金属板块集体下挫，西部黄金大跌。 板块方面，光刻机、风电、机器人等板块涨幅居前，贵金属、旅游、猪肉等板块跌幅居前。 截至收盘，沪指涨0.37%，深成指涨1.16%，创业板指涨1.95%。 今日预测量能: 2.38万亿 | +353亿 涨停表现 封板率 76.00% 封板 69 触及 23 昨涨停今表现 2.89% 高开率 76% 获利率 63% 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 实时盯盘 VIP资讯 ...

Core Viewpoint - Alibaba's stock price has surged nearly 6% to HKD 162.3, reaching its highest level since October 2021, with a market capitalization exceeding HKD 3 trillion. The stock has increased nearly 40% within the month [1] Group 1: AI Chip Development - Alibaba is developing a new artificial intelligence chip aimed at filling the gap left by NVIDIA in the Chinese market. The chip is currently in the testing phase and is designed for a broader range of AI inference tasks, manufactured by domestic firms, and compatible with NVIDIA's architecture [1] - The PPU chip developed by Alibaba's Tsinghua Unigroup has shown significant performance metrics, surpassing NVIDIA's A800 in several key parameters and comparable to the H20 model. This is a rare public disclosure of performance metrics for Alibaba's self-developed AI chips [1] Group 2: Industry Context - The Chinese state broadcaster CCTV highlighted the achievements of China Unicom's Sanjiangyuan Green Power Intelligent Computing Center project, which involves several domestic AI chip brands, including Alibaba's Tsinghua Unigroup, in signed or proposed agreements [1] - The PPU chip is specifically optimized for large model inference and is compatible with the CUDA ecosystem, available in both basic and advanced versions, with peak computing power reaching 120 TFLOPS for the basic version focused on AI inference [1]

凤凰网财经讯 9月17日，市场全天震荡走强，三大指数探底回升。截至收盘，沪指涨0.37%，深成指涨 1.16%，创业板指涨1.95%。沪深两市成交额2.38万亿，较上一个交易日放量353亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | | 涨跌 | | 现手 金额 | | 上证指数 | 3876.34 | 0.37 | 14.47 | 1098/1137 | 0.00 | 6.63 亿 | 48.7万 1.01万亿 | | 深证成指 | 13215.46 | 1.16 | 151.49 | 1292/1532 | 0.04 | 8.547 | 950万 1.37万亿 | | 北证50 | 1607.44 | -0.60 | -9.69 | 147/121 | -0.03 | 10607 | 8982 260.43亿 | | 创业板指 | 3147.35 | 1.95 | 60.31 | 639/731 | 0.05 | 2.51 7. | 294万 6682 ...

Core Viewpoint - The recent announcements from China's Ministry of Commerce regarding anti-dumping investigations against U.S. semiconductor products and discrimination investigations against U.S. restrictions in the integrated circuit sector reflect a strategic response to escalating U.S. tech sanctions, potentially reshaping the competitive landscape in the semiconductor industry [1][3][4]. Group 1: Impact on U.S. Companies - U.S. semiconductor manufacturers are losing access to the largest consumer market, China, with the Chinese analog chip market projected to account for over 35% of the global market by 2024 [3]. - The sanctions have led to a significant decline in the performance of major U.S. chip companies in China, resulting in rising prices for electronic products due to insufficient domestic production capacity and lack of affordable alternatives [3]. - U.S. companies are facing increased production costs as many rely on Chinese supply chains, leading to a decline in competitiveness [3][6]. Group 2: China's Strategic Response - The timing of China's anti-dumping investigation is strategic, aimed at addressing the competitive dynamics between the two nations and influencing the global semiconductor supply chain [4]. - The anti-dumping investigation is expected to reduce the market share of U.S. chips in China, allowing domestic companies to capture a larger share of the market, with a noticeable increase in orders for local analog chip manufacturers [8]. - The investigation has prompted domestic firms to enhance their R&D efforts, focusing on key technologies such as process technology [8][10]. Group 3: Global Semiconductor Industry Dynamics - The U.S. attempts to decouple from China face significant challenges, as the U.S. manufacturing sector is heavily reliant on imports for critical components, particularly in the semiconductor field [6]. - China's role in the global supply chain is crucial, not only as the largest consumer market but also in packaging, testing, and raw material supply [6]. - The failure of U.S. initiatives to relocate semiconductor manufacturing to Southeast Asia highlights the difficulties in reducing dependence on China, with only 30% of the expected production capacity achieved due to labor shortages and inadequate support [6]. Group 4: Opportunities for Chinese Companies - Chinese semiconductor companies are gaining recognition in international markets due to stable quality and competitive pricing, supported by government policies aimed at fostering industry growth [10]. - The U.S. sanctions have inadvertently accelerated the development of domestic firms, allowing them to achieve significant breakthroughs in the semiconductor sector [10].